Choosing your application track

After viewing your matched schemes, you choose how you want to pursue each one. BenefitStack offers three tracks. You can use different tracks for different schemes simultaneously.

Self-apply

Best for: Founders who are comfortable with paperwork and have time to manage the application themselves.

You get a full breakdown of the scheme, a document checklist with preparation tips, pre-filled portal field values from your profile, and step-by-step guidance for submitting on the relevant government portal. BenefitStack does not submit on your behalf — you remain in full control of the process.

Cost: Free.

CA-assisted

Best for: Founders who want to maximise their chances of approval and prefer to hand off the paperwork.

A verified CA from the BenefitStack network takes over the case. They review your documents, prepare the application, and file it on the government portal on your behalf.

Fees:

• CA-assisted — ₹7,999 per scheme. The CA reviews your documents, completes the application forms, and guides you through the portal submission. Suited to most standard central and state schemes.
• End-to-end — ₹19,999 per filing. The CA handles everything including follow-ups with nodal officers, queries from reviewing officials, and rejection rebuttals. Suited to larger grants and programmes with multi-stage approvals.
• Expert filing — ₹39,999 per filing. For tax benefits, PLI schemes, and large subsidies that require CA licence-specific filings, board resolutions, and multi-year compliance commitments.

The fee is fixed upfront and released to the CA only when the application reaches "Filed" status — regardless of whether the government approves or rejects it. No success fee, ever.

To use this track, choose CA-assisted on a scheme in your results and you will be matched with an available CA who specialises in that scheme type and your state. A CA Engagement Brief is automatically generated — see Reading the CA engagement brief for what it contains.

Incubator / accelerator route

Best for: Founders who are part of an accelerator or incubator that has a BenefitStack partner account.

If your cohort manager has added your company to their BenefitStack portfolio, they coordinate the application process across the batch. You may be asked to provide documents directly to your cohort manager rather than uploading them yourself.

Contact your accelerator or incubator to find out if they are a BenefitStack partner.

Cost: Determined by your partner organisation.

Post-approval compliance: For incubator-route schemes, once an application is approved a Post-approval compliance section appears on your assessment detail page. It lists any obligations defined by the scheme — for example, a utilisation certificate six months after disbursement or an annual progress report. Each milestone shows the type, due date, days remaining (or "Overdue" in red), and a Mark submitted button to self-report once you have filed with the relevant government portal. Your incubator can see the compliance status for all their portfolio companies from their dashboard.

Which track should I choose?

For high-value schemes (above ₹5L in potential benefit) where documentation is complex, CA-assisted almost always produces better outcomes — CAs know what reviewers look for and can catch document gaps before submission. For straightforward tax benefits or registrations with simple eligibility, self-apply is usually sufficient.